What are the responsibilities and job description for the Client Advisor Associate Intern position at Mission Wealth Management LP?
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Client Advisor Associate Intern to join our award-winning team. Our ideal candidate has a passion to learn more about wealth management, and is studying towards bachelor’s degree with related coursework in Finance, Business or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!
As Client Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You’re articulate, polished and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Client Advisor Associate Intern:
- Work with a high-performing & growth-oriented team of advisors
- Provide technical financial support to the advisor team
- Contribute to research projects
- Create client presentation materials
- Be exposed to ongoing client service, sales presentations, and new client onboarding
- Grow yourself personally and professionally with the goal to advance into a Client Advisor Associate, Senior Client Advisor Associate, and then ultimately a Client Advisor role after succeeding in the supporting Associate position
What You Bring as Client Advisor Associate Intern:
- Self-starter with a proactive approach to asking questions and problem solving
- Basic knowledge base across investments, economics, accounting, and financial planning
- A desire to learn more about the wealth management industry
- Excellent attention to detail, multi-tasking, and time management skills
- Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
- Outstanding ability to communicate, present, and influence your team
Please submit your cover letter and resume outlining your background and desire to excel within wealth management. We look forward to hearing from you!
Salary: $20 an hour
Salary : $20 - $0
